Invests in
Sectors:
Locations:
Min Investment:
$10,000.00Max Investment:
$50,000.00Target Investment:
$25,000.00
Skills
Education
Lists including Sandy
Work Experience
Director Angel Capital Association Syndication Task Force
2023
Member Board Of Directors
2022
The ACA Board is composed of experienced professionals from around the country who deeply care about the entire Angel Investment Community. Together with the terrific staff of the ACA, we will continue to help the Angel Investment Space continue to expand and thrive.
2016
Co-Founder and Managing Director
2016
The Westchester Angels are Serious Investors Having Fun! No other Angel Group in the USA Does What We Do! We hold our investor meetings in different and interesting location throughout Westchester; Art Galleries, Historic Homes, Mansions, Breweries, Jazz Clubs, Theatres, and highlighted by our Annual Garcia's/Capital Theatre Investor Meeting Bash. All of our investor meetings finish with a schmooze complete with food, drink and sometimes live music! This give startups a rare opportunity to talk with investors in a relaxed atmosphere over cocktails The Westchester Angels gets The Best Deal Flow due to our Syndication efforts. We started by gathering NYC/TriState Angel Groups to share Deal Flow. We then expanded to Boston and now are leading Syndication efforts from Pa to Maine. Our members come from different professional backgrounds and experiences and share a common goal of helping startups succeed. While we seek financial gains, our main goal is to help startups succeed through investments, mentorship and warm introductions
Founder
2019
The NY Area Angel Alliance brings together the the NYC Area Angel Groups to share, collaborate, create events and to help startups succeed.
2013 - 2015
Founder and President
2013 - 2015
I was indeed fortunate to create and self-fund The Small Business Advisory Alliance (SBAA) to give back to my community. The objective was to prevent local small business owners from making the same mistakes I've made in business over the past 30 years! The SBAA (a 501 C3 organization) offered free, no-strings attached, one-on-one consultations provided by experienced business/financial professionals. SBAA One-on-Ones provided a relaxed and confidential setting for participants to talk with knowledgeable experts who would answer questions, give guidance and educate. Consultations were provided in the following areas: business coaching, business plan review, marketing/public relations, website development, computer systems/IT, accounting, business insurance, health insurance, retirement plans and personal finance. In two years and a half years of existence we were able to help over 75 local businesses! We were indeed fortunate to partner with The United Way of Westchester and Putnam and Community Capital of New York.
2010 - 2013
President
2010 - 2013
A fee only financial planner offering hands on financial planning advice and knowledge. Created comprehensive financial plans for individuals, families and small business owners and worked closely with clients to ensure their financial goals were not only developed but implemented. From 2004 through 2009 I managed my portfolio of investments by trading stocks and options. Received a formal education in interpreting candlestick charts and developed an investment strategy which used a combination of technical and fundamental theories of investing.
1985 - 2003
Business Owner
1985 - 2003
Partner in a multi-family owned fabric converting coproration in Manhattan. Sales volume averaged between $25 to $35 MM, employed 40 full time employees in a 10,000 sq ft office on 6th Avenue in NYC with six sales offices throughout the USA. Workaholic with multiple responsibilities. Merchandise manager for fabrics produced domestically and for woven fabrics produced in cottage industries in India. Negotiated large contracts directly with client principals. Clients included Ralph Lauren, Guess, and the largest non-branded apparel manufacturing companies in the USA.. Traveled throughout USA and India to meet with clients and vendors to ensure quality standards and delivery schedules were developed and maintained. Over a 20 year period learned how to run a complicated business in a notoriously difficult industry; the garment center in Manhattan.
1980 - 1984
Product Development Engineer
1980 - 1984
Product Development Engineer for woven hook and loop fasteners (Velcro) products. Awarded a US Patent, #4454183; a woven 'treble-hook' fastener with superior tensile strength.